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Cultural Humility in Financial Planning

eMoney Advisor

According to Koochel, McCoy, and Davis (2022) of the CFP Board’s section on Cultural Humility in The Psychology of Financial Planning 1 , Hays and colleagues (2015) present the ADDRESSING strategy to understand the dimensions of identity: A ge and Generation. ” In The Psychology of Financial Planning. R eligion.

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Transcript: Joanne Bradford

The Big Picture

And then what eventually was the bridge between Pinterest and SoFi in 2015? I was there 2015. So I worked with a certified financial planner called Katie Song when I was at SoFi. And so that was a fun run. Barry Ritholtz : I’ll say that’s a hell of a run. And so we did that. There were 75 employees.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®.

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct? And there were multiple iterations before personal advisor, personal advisor, which we launched in 2015. That’s the offer you just referenced.

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This year’s Wild Crypto Debate

Sara Grillo

In early 2015, Scott sold his ownership interest in the firm. Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning and a graduate Certificate in Financial Therapy at Kansas State University. He started Firstmetric a few years later.

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

In early 2015, Scott sold his ownership interest in the firm. Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning and a graduate Certificate in Financial Therapy at Kansas State University. He started Firstmetric a few years later.